小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Gallacher Capital Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Gallacher Capital Management LLC
报告期 2026-03-31 · CIK 0001960749
持仓数
301
前50大市值合计
$135.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 50
增持 19
减持 15
清仓 66
方向
标的
Δ市值
现股数(环比)
增持
SMTH
ALPS ETF TR
+$1.1M
323,342
+13%
增持
VOO
VANGUARD INDEX FDS
+$956.9K
7,140
+42%
减持
YUM
YUM BRANDS INC
+$935.5K
43,054
-1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
NOC
NORTHROP GRUMMAN CORP
+$791.3K
1,545
减持
AOR
ISHARES TR
-$739.4K
22,097
-37%
清仓
BBWI
BATH & BODY WORKS INC
-$709.5K
0
-100%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$703.0K
103,250
+12%
建仓
PG
PROCTER AND GAMBLE CO
+$693.6K
4,070
建仓
KFRC
KFORCE INC
+$691.6K
14,146
建仓
KFY
KORN FERRY
+$691.3K
10,191
建仓
WPC
WP CAREY INC
+$681.7K
10,802
清仓
R
RYDER SYS INC
-$677.6K
0
-100%
建仓
FLO
FLOWERS FOODS INC
+$665.8K
35,026
清仓
—
SEALED AIR CORP NEW
-$662.4K
0
-100%
增持
GEN
GEN DIGITAL INC
+$656.7K
36,359
+223%
减持
AAPL
APPLE INC
-$647.1K
12,970
-8%
清仓
WFC
WELLS FARGO CO NEW
-$645.7K
0
-100%
建仓
CBT
CABOT CORP
+$645.6K
7,765
建仓
GIS
GENERAL MLS INC
+$639.4K
10,694
建仓
BBW
BUILD-A-BEAR WORKSHOP INC
+$625.6K
16,830
清仓
GAP
GAP INC
-$621.6K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$620.5K
5,641
清仓
SLB
SCHLUMBERGER LTD
-$619.4K
0
-100%
清仓
FANG
DIAMONDBACK ENERGY INC
-$616.0K
0
-100%
建仓
LNTH
LANTHEUS HLDGS INC
+$610.6K
6,256
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$600.3K
789
-73%
清仓
AEO
AMERICAN EAGLE OUTFITTERS IN
-$598.1K
0
-100%
建仓
TTC
TORO CO
+$596.8K
8,204
清仓
LVS
LAS VEGAS SANDS CORP
-$587.7K
0
-100%
清仓
—
STEELCASE INC
-$587.1K
0
-100%
清仓
DKS
DICKS SPORTING GOODS INC
-$580.0K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$562.3K
2,063
建仓
MGY
MAGNOLIA OIL & GAS CORP
+$549.2K
21,740
建仓
—
ARCH CAP GROUP LTD
+$541.0K
5,625
清仓
HNI
HNI CORP
-$534.6K
0
-100%
减持
KTB
KONTOOR BRANDS INC
-$532.0K
5,908
-45%
清仓
LAMR
LAMAR ADVERTISING CO NEW
-$530.9K
0
-100%
减持
IVW
ISHARES TR
-$518.2K
53,159
-1%
减持
PAYX
PAYCHEX INC
-$505.0K
1,639
-70%
清仓
APA
APA CORPORATION
-$503.9K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$500.5K
1,879
-29%
清仓
MCRI
MONARCH CASINO & RESORT INC
-$498.7K
0
-100%
增持
CUBE
CUBESMART
+$494.8K
18,414
+171%
建仓
AVY
AVERY DENNISON CORP
+$492.5K
2,767
增持
ILF
ISHARES TR
+$484.7K
76,411
+22%
建仓
STZ
CONSTELLATION BRANDS INC
+$483.6K
2,635
建仓
PHM
PULTE GROUP INC
+$483.2K
4,700
建仓
SYF
SYNCHRONY FINANCIAL
+$476.7K
9,005
增持
ITW
ILLINOIS TOOL WKS INC
+$471.8K
2,927
+192%
清仓
LEA
LEAR CORP
-$468.1K
0
-100%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$463.8K
0
-100%
建仓
—
TOPBUILD CORP
+$460.2K
1,509
增持
AOA
ISHARES TR
+$458.2K
13,612
+79%
清仓
MLKN
MILLERKNOLL INC
-$451.9K
0
-100%
建仓
RMD
RESMED INC
+$448.6K
2,004
增持
GNTX
GENTEX CORP
+$443.4K
28,068
+283%
清仓
REYN
REYNOLDS CONSUMER PRODS INC
-$442.0K
0
-100%
清仓
IDCC
INTERDIGITAL INC
-$440.3K
0
-100%
建仓
CLX
CLOROX CO DEL
+$436.0K
2,961
建仓
DOCU
DOCUSIGN INC
+$434.4K
5,337
建仓
ENVA
ENOVA INTL INC
+$430.3K
4,456
清仓
LRCX
LAM RESEARCH CORP
-$429.6K
0
-100%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$429.1K
39,451
-3%
清仓
COLD
AMERICOLD REALTY TRUST INC
-$420.8K
0
-100%
清仓
LOPE
GRAND CANYON ED INC
-$420.5K
0
-100%
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$419.1K
7,636
增持
SLVM
SYLVAMO CORP
+$417.9K
14,553
+106%
清仓
CRI
CARTERS INC
-$415.4K
0
-100%
增持
V
VISA INC
+$412.4K
2,181
+96%
清仓
HY
HYSTER-YALE INC
-$406.3K
0
-100%
增持
FPE
FIRST TR EXCH TRADED FD III
+$398.3K
99,374
+30%
清仓
PCTY
PAYLOCITY HLDG CORP
-$396.7K
0
-100%
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$393.4K
16,223
清仓
—
ARDMORE SHIPPING CORP
-$379.4K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$374.8K
606
-55%
清仓
HWKN
HAWKINS INC
-$369.2K
0
-100%
清仓
SCCO
SOUTHERN COPPER CORP
-$367.3K
0
-100%
增持
UNP
UNION PAC CORP
+$367.2K
2,513
+153%
减持
PYLD
PIMCO ETF TR
-$366.3K
57,845
-21%
清仓
—
DISCOVER FINL SVCS
-$359.6K
0
-100%
清仓
AX
AXOS FINANCIAL INC
-$354.8K
0
-100%
清仓
CSL
CARLISLE COS INC
-$344.2K
0
-100%
清仓
—
SAFE BULKERS INC
-$340.1K
0
-100%
清仓
VC
VISTEON CORP
-$338.0K
0
-100%
清仓
AVUS
AMERICAN CENTY ETF TR
-$335.5K
0
-100%
建仓
NMIH
NMI HLDGS INC
+$323.3K
8,969
增持
NEU
NEWMARKET CORP
+$321.6K
1,196
+77%
清仓
TXN
TEXAS INSTRS INC
-$319.7K
0
-100%
建仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$317.6K
9,568
清仓
IWM
ISHARES TR
-$317.0K
0
-100%
建仓
ACIW
ACI WORLDWIDE INC
+$315.8K
5,773
建仓
SPSC
SPS COMM INC
+$314.6K
2,370
清仓
AMP
AMERIPRISE FINL INC
-$311.3K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$311.2K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$311.0K
67,848
+9%
清仓
FTNT
FORTINET INC
-$305.1K
0
-100%
减持
KLAC
KLA CORP
-$302.3K
401
-56%
建仓
EXEL
EXELIXIS INC
+$302.2K
8,184
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$301.1K
255
增持
SM
SM ENERGY CO
+$294.6K
20,458
+149%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$291.5K
5,806
建仓
CORT
CORCEPT THERAPEUTICS INC
+$285.3K
2,498
建仓
—
RENAISSANCERE HLDGS LTD
+$280.4K
1,169
建仓
GWW
GRAINGER W W INC
+$278.7K
282
清仓
LULU
LULULEMON ATHLETICA INC
-$278.0K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$276.7K
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$276.6K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$274.4K
0
-100%
增持
APPF
APPFOLIO INC
+$272.2K
2,160
+163%
建仓
WAT
WATERS CORP
+$271.3K
736
增持
NTAP
NETAPP INC
+$270.7K
9,285
+98%
建仓
LPX
LOUISIANA PAC CORP
+$267.3K
2,906
清仓
STLD
STEEL DYNAMICS INC
-$263.9K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$263.3K
0
-100%
建仓
TJX
TJX COS INC NEW
+$263.2K
2,161
增持
—
ACCENTURE PLC IRELAND
+$260.9K
1,601
+136%
建仓
MO
ALTRIA GROUP INC
+$256.8K
4,278
减持
FLNA
CASSAVA SCIENCES INC
-$256.7K
69,660
-60%
建仓
—
ALLEGION PLC
+$255.8K
1,961
清仓
POWL
POWELL INDS INC
-$254.6K
0
-100%
建仓
IBP
INSTALLED BLDG PRODS INC
+$253.2K
1,476
清仓
MRK
MERCK & CO INC
-$252.1K
0
-100%
清仓
EPAM
EPAM SYS INC
-$252.1K
0
-100%
清仓
VRSN
VERISIGN INC
-$251.7K
0
-100%
建仓
GFF
GRIFFON CORP
+$246.5K
3,448
建仓
TDW
TIDEWATER INC NEW
+$242.7K
5,741
清仓
ORCL
ORACLE CORP
-$241.6K
0
-100%
清仓
CELH
CELSIUS HLDGS INC
-$240.9K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$239.4K
13,492
-1%
清仓
LECO
LINCOLN ELEC HLDGS INC
-$239.0K
0
-100%
清仓
PRGS
PROGRESS SOFTWARE CORP
-$237.1K
0
-100%
建仓
DCI
DONALDSON INC
+$234.9K
3,503
清仓
CVSA
ADTALEM GLOBAL ED INC
-$233.7K
0
-100%
清仓
PSTG
PURE STORAGE INC
-$233.1K
0
-100%
清仓
AGYS
AGILYSYS INC
-$232.9K
0
-100%
清仓
CVLT
COMMVAULT SYS INC
-$232.6K
0
-100%
清仓
LBRT
LIBERTY ENERGY INC
-$232.2K
0
-100%
建仓
—
HEIDRICK & STRUGGLES INTL IN
+$231.5K
5,405
清仓
FUN
SIX FLAGS ENTERTAINMENT CORP
-$230.5K
0
-100%
清仓
BNTX
BIONTECH SE
-$230.3K
0
-100%
清仓
BCC
BOISE CASCADE CO DEL
-$229.4K
0
-100%
清仓
WRB
BERKLEY W R CORP
-$228.9K
0
-100%
建仓
—
WEATHERFORD INTL PLC
+$228.0K
4,257
建仓
FIZZ
NATIONAL BEVERAGE CORP
+$227.8K
5,484
减持
MUB
ISHARES TR
-$227.3K
3,056
-41%
清仓
VRT
VERTIV HOLDINGS CO
-$227.2K
0
-100%
建仓
HIG
HARTFORD INSURANCE GROUP INC
+$226.1K
1,827
清仓
TPR
TAPESTRY INC
-$226.0K
0
-100%
清仓
CHE
CHEMED CORP NEW
-$225.3K
0
-100%
建仓
FHI
FEDERATED HERMES INC
+$225.2K
5,523